About Us

Redwood Financial is actually an award-winning family run Estate planning and Will Writing company based in Droxford, Southampton, Hampshire. Our experts serve our clients to increase, secure and enjoy their wealth through our expertise in Investment Management, Pensions & Retirement Planning, as well as Wills, Trusts, Inheritance Tax, and Estate Planning.

Our staff keep family at the heart of everything we perform. To us, our clients are our extended family, not just as a number. As a result, this "family" philosophy develops us special amongst our competitors. Our Estate Planning services are sure that your possessions are actually secured from the nastier things in life; like Long Term Care Fees, Inheritance Tax, Divorce, and Relationship Breakdowns in a legal and tax-efficient way. Through helpful Estate Planning, our company will support you and take control of your investments to make sure that your beneficiaries receive the right money, at the right time and it stays with them.

Jasmine Lambert is our controlling director and is a certified Chartered Financial Planner. She is also a participant of the Society of Will Writers. Get in touch with us today and become professional financial advice from her or a member of our experienced team.Other services we provide: trusts, fixed fee probate, prepaid funeral plans, equity release planning and inheritance tax planning

Services & Products we offer

• Online will writing
• Estate planning
• Lasting powers of attorney
• Trusts
• Fixed fee probate
• Prepaid funeral plans
• Equity release planning
• Inheritance tax planning

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